How to have an important relationship with your money. Learn from Anna Sergunina, Certified Financial Planner, President & CEO of MainStreet Financial Planning Inc, sharing some secrets to determine if you are on track for a worry free retirement by reaching that financial independence day? It is then that you will achieve the freedom to choose your future.
- “We are what we repeatedly do. Excellence, then, is not an act, but a habit.” ~Aristotle
Financial planning is a process, not an event. Anna believes that you need a strategy that can be tracked. By establishing a money flow system you will ensure that all your bills are paid and include a savings allowance for the future.
It is important to know the difference between your fixed expenses and variable expenses to establish your baseline. Any income above that baseline can be put to use to work for your retirement.
One way to allocate money for your future is to pay yourself first. 15% of your income is a starting point to put aside for savings. This can be made part of your money flow system.
Planning for your future is like putting pieces of a puzzle together. When you have a clear idea where you are going then it becomes clear why you need an important relationship with your money.
Anna found her mission in life to serve others via financial planning. Some of Anna biggest satisfactions in her career come from helping clients to understand what stops them from achieving their financial dreams and showing them to the right direction.
There is nothing more rewarding to hear how Anna’s service helped her clients buy a house, save for kids’ college, start a new business, travel around the world, and afford to retire early. That is how Anna get her “kicks” and that is what fuels her passion- realizing that she is part of someone else’s life by helping them realize their goals.
When not meeting clients or traveling from West Coast to East Coast, you can find Anna at a Yoga studio, exploring San Francisco, volunteering for her local community or having a picnic on a beach with her husband.
If you want to enjoy a worry free retirment then have an important relationship with your money to ensure youy reach that financial independence day.
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